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Notre Dame Tax and Estate Planning Institute

September 26, 2019 - September 27, 2019

AALU’s Chris Morton and Past-Chair David Byers will speak at the Notre Dame Tax and Estate Planning Institute. The Institute will present topics of interest to a broad range of estate planning professionals. Morton and Byers, along with Jonathan Forster, will cover “Best Practices for Partnering Between Lawyers, Financial Advisors and Trust Companies with the Life Insurance Industry.”

Details

Start:
September 26, 2019
End:
September 27, 2019
Website:
https://law.nd.edu/for-alumni/alumni-resources/tax-and-estate-planning-institute/

Politics and Policy Update

Topics: 2022 Tax Policy Reform, Estate tax, income tax, policy

Join Finseca’s host Josh Caron and Bradford Campbell of Faegre Drinker for the most up to date tax developments. You’ll hear about : Potential tax changes in the Build Back Better plan Standards of Conduct and the expiration of the temporary enforcement policy due on February 1st. Register today Have an immediate question? Contact events@finseca.org